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Mastercard

3,468 hedge funds and large institutions have $446B invested in Mastercard in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,413 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,468
Holders Change
+31
Holders Change %
+0.9%
% of All Funds
46.48%
Holding in Top 10
337
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-10.37%
% of All Funds
4.52%
New
211
Increased
1,413
Reduced
1,342
Closed
116
Calls
$3.08B
Puts
$4.68B
Net Calls
-$1.6B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
1851
Fortis Capital Advisors
Kansas
$1.58M -$37.7K -67 -2%
MWA
1852
Meridian Wealth Advisors
Texas
$1.58M -$24.7K -44 -2%
RCA
1853
Roberts Capital Advisors
Colorado
$1.57M
CWAG
1854
Compton Wealth Advisory Group
Virginia
$1.57M +$3.37K +6 +0.2%
HFM
1855
Hartford Funds Management
Pennsylvania
$1.57M +$3.94K +7 +0.3%
TF
1856
Trek Financial
Arizona
$1.56M +$78.7K +140 +5%
CAG
1857
Cypress Advisory Group
Arizona
$1.56M +$335K +597 +27%
FCG
1858
Fielder Capital Group
Tennessee
$1.56M +$16.3K +29 +1%
4WM
1859
4J Wealth Management
Virginia
$1.55M -$42.7K -76 -3%
JMFC
1860
J.M. Forbes & Co
Massachusetts
$1.55M -$66.3K -118 -4%
TFM
1861
TFC Financial Management
Massachusetts
$1.55M -$108K -193 -7%
CIA
1862
Cape Investment Advisory
Georgia
$1.55M -$351K -624 -18%
SM
1863
Sciencast Management
New Jersey
$1.55M +$1.55M +2,751 New
WAG
1864
Winthrop Advisory Group
Massachusetts
$1.54M +$435K +775 +39%
RWI
1865
Red Wave Investments
Pennsylvania
$1.54M -$7.87K -14 -0.5%
AWP
1866
Accretive Wealth Partners
New Jersey
$1.54M +$10.7K +19 +0.7%
TSWM
1867
Tyler-Stone Wealth Management
Ohio
$1.53M +$66.9K +119 +5%
CWM
1868
Challenger Wealth Management
California
$1.53M -$5.06K -9 -0.3%
API
1869
Asset Planning Inc
California
$1.53M
IQI
1870
Integrated Quantitative Investments
Washington
$1.53M +$1.53M +2,723 New
CA
1871
CoreCap Advisors
Michigan
$1.53M -$33.7K -60 -2%
EM
1872
Excalibur Management
Massachusetts
$1.53M -$8.43K -15 -0.5%
CANC
1873
Culbertson A N & Co
Virginia
$1.53M -$45K -80 -3%
OFS
1874
OneAscent Financial Services
Alabama
$1.52M -$59.1K -105 -4%
HAI
1875
Hennessy Advisors Inc
California
$1.52M -$112K -200 -7%